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State Licensed Financial Planner
A company is looking for a Network Financial Planner. Key Responsibilities Create customized financial plans based on members' goals Build and maintain strong relationships with members through meetings and exceptional service Ensure compliance with industry regulations and standards regarding member privacy and data security Required Qualifications Minimum of 5 years of experience as a Certified Financial Planner (CFP) Ability to provide holistic financial advice Strong understanding of financial products and tools Experience in building relationships in a remote environment
A company is looking for a Network Financial Planner.
Key Responsibilities
Create customized financial plans based on members' goals
Build and maintain strong relationships with members through meetings and exceptional service
Ensure compliance with industry regulations and standards regarding member privacy and data security
Required Qualifications
Minimum of 5 years of experience as a Certified Financial Planner (CFP)
Ability to provide holistic financial advice
Strong understanding of financial products and tools
Experience in building relationships in a remote environment